Lucas Gregori

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2020 → 08/2022
  Citigroup
  Tampa, FL
• 01/2020 → 09/2020
  Cushman & Wakefield
  Sao Paulo
• 01/2019 → 01/2020
  Stx Incorporadora Imobiliaria
  Sao Paulo
• 01/2018 → 12/2019
  Btg Pactual
  Sao Paulo
• 08/2022 → 08/2024
  Xp Investments Llc
  Miami, FL
• 08/2012 → 12/2017
  Insper Instituto De Ensino E Pesquisa
  Sao Paulo
• 06/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 08/2024 → 06/2025
  Unemployed
  Miami, FL

Previous Registrations

• 2023-04-13 → 2024-08-20
  Xp Advisory Us, Inc.
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-01-30

Other Names

• Lucas Bresciagregori
• Lucas Brescia Gregori